Your Financial Plan-It

A Deep Dive into Special Needs Trusts – With Bill Brown


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A special needs trust is a specialized type of trust that is designed to provide services to help a beneficiary with a disability to obtain benefits and enjoy an increased quality of life. In this episode of Your Financial-Plan It, David Vallieres is joined again by Bill Brown to continue their series on estate planning, … Continue reading A Deep Dive into Special Needs Trusts – With Bill Brown →
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Your Financial Plan-ItBy David Vallieres